Features

Integration with DocuSign

FYI can be integrated with digital signature providers DocuSign for digital signing.

The following describes how to set up FYI so that documents can be sent directly to DocuSign. For information on how to send a document for signature using DocuSign, refer to Digital Signatures using DocuSign.

Using the Integration with DocuSign

To use the integration with DocuSign:

  • You need to be a registered and subscribed user of DocuSign.
  • The account used to log into DocuSign must also be an existing active user of FYI.
  • DocuSign requires the Advanced Solutions plan. Refer to the DocuSign article eSignature Plans and Pricing to find out more about the pricing of DocuSign plans.
  • With DocuSign, a single subscription is all that is required to run e-signatures in FYI.    
  • An FYI Admin will first need to connect your DocuSign account to FYI. 
  • When connected, users can then send selected documents for signing from FYI using the Signature button.
  • Only one DocuSign account can be connected to FYI; multiple accounts are not supported.

Connect your Digital Signature Account to FYI

The account used to sign into DocuSign will need to be in FYI as an active user account. Refer to Managing Users.

Note: This is a one-off step and can only be done by an FYI Admin, or a user in a User Group that has Permissions enabled for Automations.

  1. From FYI, click the Automation menu option.
  2. Go to the Apps tab.

    1982_Apps_Page_used_in_all.gif

  3. In DocuSign app, click the cog icon to edit it.

    2016_Edit_DocuSign.gif
  4. In the DocuSign Settings panel, click Connect.

    2017_Connect_DocuSign.gif
  5. Enter the details of your account for DocuSign.

    Note: It is important to set up the integration for DocuSign using the account that users will sign into DocuSign with if they need to edit the document in DocuSign after sending it for signing from FYI.

    Once set up, the DocuSign Settings shows the Connected date and time, Account and the Authorized User.

    307_DocuSign_Settings.gif

Note: DocuSign is integrated with a single subscription which is normally set up by the practice administrator. This is the user who shows as the Authorised User in the Document App in FYI.
When users send documents for signatures, it will show the Authorised User as the sender and when the client reviews and signs the documents, it will be this Authorised User who is notified.

Configuring DocuSign to Upload Signed Documents

To set up DocuSign so that documents are dropped back into your practice's OneDrive so they can be brought in automatically to FYI, you need to add the configuration to DocuSign.

The configuration needs to be set in DocuSign to drop back signed documents into your practice's OneDrive in FYI - My Imports.

To configure DocuSign to upload Signed Documents, you will need to complete the following steps in DocuSign:

  • Connect the OneDrive application
  • Create an Agreement Rule

These steps are discussed in more detail below.

Note: Please ensure you are logged in to your FYI/Microsoft 365 account before completing the below steps.

Connect the OneDrive Application

  1. Open DocuSign eSignature.
  2. In eSignature Settings, click Connections in the Agreement Actions section.
  3. Click Connect New App and select Microsoft OneDrive.
  4. Enter a nickname for your account.
  5. Click on the Log in to App button.
  6. A popup window will be displayed to request permission. Click Accept.

The OneDrive application is now connected and will show in the Active Apps section in DocuSign.

Refer to the DocuSign article Connect an Application.

Create an Agreement Rule

Agreement rules allow you to automate actions for completed envelopes in DocuSign.

  1. Open DocuSign eSignature.
  2. In eSignature Settings, click Connections in the Agreement Actions section.
  3. Click Add Rule.
  4. Enter a Name for the rule.
  5. Select the following Conditions:
    • If "all" of the conditions below are true
    • If "Sender", "name", "is", "(select your user's name)"
  6. Select the following Actions:
    • Then "Archive to" "[Microsoft OneDrive]"
  7. Click on the Customize drop-down and select Customize File and Folder Name/Path.
  8. Type in FYI - My Imports.
  9. Use the + symbol and select Document Name.
    This should be displayed as "FYI - My Imports/(*[{"value":"Document Name","key":"documentName"}]*)".
  10. Click Save.

For more details refer to the DocuSign article Create an Agreement Rule.

Was this article helpful?
1 out of 4 found this helpful